• The firm was originally founded in 1987, & renamed Life Balance in 2005, to provide clients with professional strategic advice and wealth management services
• Our team has a combined industry experience spanning nine decades working as personal wealth advisers and accountants
• Past history has shown that many of our clients have benefited greatly from our advice and experience which is in stark contrast to most investors
• We provide our clients with comprehensive financial strategies and always put their interests first
• All our clients have an understanding and confidence in the process we use to develop their financial strategies
• Clients who have joined us from other advisers particularly value our approach
• Many of our clients have been with us for over 20 years

If you would like to arrange a one hour introductory meeting with us to discover whether we can add value to your current situation, please call us on (07) 3846 1644.